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Current Employers
Nicolet Wealth Management

111 N. Washington Street, Green Bay, WI 54301 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-23
WI RA APPROVED 2016-08-08
  • MI RA
    APPROVED
    Since 2026-02-23
  • WI RA
    APPROVED
    Since 2016-08-08

Branch Locations

111 N. Washington Street, Green Bay, WI 54301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Investments Green Bay WI 03/2011 12/2017
Nicolet Wealth Management, Llc Green Bay WI 08/2016 Present
Nicolet National Bank Green Bay WI 02/2016 Present
Private Client Services Louisville KY 01/2018 Present
  • 03/2011 → 12/2017
    Sii Investments
    Green Bay, WI
  • 08/2016 → Present
    Nicolet Wealth Management, Llc
    Green Bay, WI
  • 02/2016 → Present
    Nicolet National Bank
    Green Bay, WI
  • 01/2018 → Present
    Private Client Services
    Louisville, KY
Previous Registrations
  • 2011-05-17 → 2017-12-31
    Sii Investments, Inc.
    Green Bay, WI
    Green Bay, WI
    Neenah, WI
    Fish Creek, WI
    Washington Island, WI
    Menasha, WI
    Appleton, WI
    Oshkosh, WI
    Egg Harbor, WI
    Brussels, WI
    Sturgeon Bay, WI
    Appleton, WI
    Rib Lake, WI
    Green Bay, WI
Other Businesses

1) NICOLET ADVISORY SERVICES, LLC, 111 N. Washington Street, Green Bay, WI, 54115. Financial advisor. 152 hrs/month, 123 during trading hrs. 2) Outside insurance sales through various carriers. 3) Fruit of the Sea, LLC. 3605 Beachmont Rd, DePere, WI 54115. Investment Entity. Entity was formed to buy a percentage of a food distribution company. Member/Owner/ Silent Investor. 1 hr/mo; 0 during trading hrs. Not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-16
  • S66 Uniform Combined State Law Examination
    2011-05-16
Other Names
  • Jason Johnson

View on SEC IAPD

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